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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,713 | $29,051-76.9% | $52,425-87.2% | $67,986-90.1% |
| Participation rate | 6.9% | 30.4%-23.5pp | 55.6%-48.7pp | 57.2%-50.3pp |
| Annual return | 29.38% | 24.00%+5.4pp | 302.12%-272.7pp | 31.67%-2.3pp |
| Employer contribution / active EE | $68 | $412-83.4% | $914-92.5% | $2,019-96.6% |
| Participant deferral / active EE | $117 | $873-86.6% | $1,790-93.5% | $3,358-96.5% |
| Admin fee / account holder | $16 | $2,113-99.3% | $2,495-99.4% | $3,203-99.5% |